Family Office Services

Beyond investment management, we provide a unique blend of complementary services.

Training for the younger generation
We organise regular seminars for your family’s next generation members to enhance their understanding and development in the areas of finance and investment.

Organising investment committees
We can help set up investment committees, advise you on their composition and governance, as well as help you select independent members.

Family office services
On a selective basis we are able to service your non-investment professional needs, through the in-house client services team:

  • Project management
  • Budgeting and cash flow management
  • Managing properties

Professional services network
We have a well established network of professional services firms with whom we have worked extensively in the past in areas such as:

  • Trusteeship
  • Tax planning
  • Family governance
  • Family law
  • Insurance broking